-88.8%
BAER vs VOO
+81.6%
-170.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.7% |
| 7D | +2.8% | -0.4% | +3.2% | +3.0% |
| 30D | -20.4% | -1.4% | -19.1% | -19.9% |
| 3M | -41.7% | +3.7% | -45.4% | -42.7% |
| 6M | -49.5% | +13.0% | -62.6% | -52.0% |
| YTD | -40.4% | +12.4% | -52.9% | -43.1% |
| 1Y | -43.8% | +18.6% | -62.4% | -47.1% |
| 3Y | -86.1% | +78.1% | -164.2% | -87.2% |
| 5Y | -88.8% | +82.3% | -171.0% | -89.4% |
| All | -88.8% | +81.6% | -170.3% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling